Kenneth Eshleman is a CFP-designated registered investment advisor at Savant Wealth Management, based in Lancaster, PA, with 20 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,145 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.
Location
1869 Charter Lane, Suite 302, Lancaster, PA, 17601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth serves as a Warwick Township Supervisor and Vice-Chair, dedicating a few hours per week to this role. He receives a small monthly stipend for his service.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Domani Wealth, LLC
LPL Financial LLCBroker
Financial Telesis INCBroker
Summit Brokerage Services, INC.Broker
Ehd Advisory Services, INC.
Mutual Service CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.